Bold CEO Carrie Sheffield blows a huge inheritance but comes back stronger and wiser

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Bold CEO Carrie Sheffield inherited a small fortune. But when she tried to invest it wisely, advice from a well-meaning relative  wreaked havoc on her financial ambitions- and nearly caused her to drop out of school. 

 

In Carrie’s story you will learn:

-How Carrie’s childhood as a Mormon influenced her financial ambitions

-Carrie’s experience growing up in trailer parks and mobile homes

-How a lack of financial education hurt her ability to manage an unexpected inheritance

-Why she chose to invest it all in one thing

-How an investment nearly cost her MORE money than she even put in. 

-What is a REIT

-What is a capital call

 

In Carrie’s lesson you will learn: 

-Why Carrie thinks women can be more intimidated when they think about money

-How she advises women to control their financial future

-Where she  believes the best resources to learn about money

 

In Carrie’s money tip you will learn:

-How Carrie plans for long term goals

-Why a timeline is essential

-How being an entrepreneur impacts her financial planning

 

In my take you will learn: 

-Why diversification is essential when you invest

-How dollar cost averaging can fit into your investment strategy

 

Links from the episode:

Learn more about Bold at Bold.global/about-bold/

Follow Bold

Twitter: @boldglobalmedia

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Instagram https://www.instagram.com/boldtv/

Pinterest https://www.pinterest.com/boldtv/

YouTube https://www.youtube.com/channel/UC8s1pwopdw--IwABuGMjW6Q

 

Follow Carrie Sheffield!

Twitter: @carriesheffield

Facebook https://www.facebook.com/carriesheffield/

Instagram: https://www.instagram.com/sheffieldcarrie

 
Bold CEO Carrie Sheffield inherited a small fortune. But when she tried to invest it wisely, advice from a well-meaning relative, wreaked havoc on her financial ambitions. In this Financial Grownup podcast episode you will learn the best resources to learn about money and how you can take control of your financial future. #FinancialPlanning #FinancialTips

Bold CEO Carrie Sheffield inherited a small fortune. But when she tried to invest it wisely, advice from a well-meaning relative, wreaked havoc on her financial ambitions. In this Financial Grownup podcast episode you will learn the best resources to learn about money and how you can take control of your financial future. #FinancialPlanning #FinancialTips